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You’ve Won the Client, What Next? Your Guide to Onboarding New Business

Onboarding an accountancy client is not just a matter of admin. Done well, it will set you up for a long-lasting and...

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Cloud Technology: Ending the Staffing and Security Crises (Part 1)

The more I learn from the accounting profession, the more I realize that the disillusionment with emerging technologies...

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Human Touch in a Digital World—Combining Both in Accounting Businesses

The accounting and finance industry is currently undergoing many transformations. Artificial intelligence tops the list.

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4 Modern Sales Metrics for Bookkeeping Firms

Most bookkeepers and accountants have a good grasp of their client's business numbers. Revenue, payroll, expenses, and...

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How to Keep Your Accounting Clients From Constantly Following Up?

Sometimes, despite you giving clear instructions and deadlines, your clients won’t cease asking for a “status update.”...

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The Most Common Accounting Website Mistakes

How do you think about your firm’s website?

Is it a powerful sales tool that helps bring new prospects into your funnel...

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“Spring Cleaning” Your Bookkeeping Firm’s Processes

Bookkeepers and accounting professionals probably associate the spring season most with taxes. But for people in other...

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